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2,159 hedge funds and large institutions have $122B invested in AT&T in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 900 increasing their positions, 986 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 95

6% more call options, than puts

Call options by funds: $2.82B | Put options by funds: $2.67B

1% less funds holding

Funds holding: 2,1732,159 (-14)

9% less repeat investments, than reductions

Existing positions increased: 900 | Existing positions reduced: 986

4.3% less ownership

Funds ownership: 74.44%70.14% (-4.3%)

9% less capital invested

Capital invested by funds: $134B → $122B (-$11.6B)

15% less funds holding in top 10

Funds holding in top 10: 151128 (-23)

Holders
2,159
Holders Change
-14
Holders Change %
-0.64%
% of All Funds
49.47%
Holding in Top 10
128
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-15.23%
% of All Funds
2.93%
New
110
Increased
900
Reduced
986
Closed
95
Calls
$2.82B
Puts
$2.67B
Net Calls
+$147M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
SBH
751
Segall Bryant & Hamill
Illinois
$3.96M +$23K +828 +0.6%
FBT
752
First Bankers Trust
Kentucky
$3.96M -$122K -4,376 -3%
AF
753
Allworth Financial
California
$3.95M +$40.4K +1,453 +1%
B
754
Bridgeworth
Alabama
$3.95M +$3.9M +140,140 +1,591%
KA
755
Kovack Advisors
Florida
$3.94M -$19K -684 -0.5%
EWM
756
Evercore Wealth Management
New York
$3.94M -$149K -5,350 -4%
WIA
757
Wealthstreet Investment Advisors
Texas
$3.92M +$142K +5,112 +4%
AAM
758
AR Asset Management
California
$3.89M
BPM
759
Bowling Portfolio Management
Ohio
$3.87M +$1.09M +39,009 +37%
SSWM
760
Smith Salley Wealth Management
North Carolina
$3.86M +$15.6K +560 +0.4%
DY
761
Dowling & Yahnke
California
$3.84M +$49.2K +1,767 +1%
BWM
762
Buckley Wealth Management
Nevada
$3.84M +$716K +25,744 +22%
WFG
763
Wills Financial Group
Virginia
$3.83M -$6.01K -216 -0.2%
WTFG
764
Wells Trecaso Financial Group
Ohio
$3.83M +$244K +8,781 +7%
RSVP
765
Ramsay Stattman Vela & Price
Colorado
$3.83M +$327K +11,744 +9%
SMC
766
Smith, Moore & Co
Missouri
$3.82M -$5.43K -195 -0.1%
SCA
767
Snowden Capital Advisors
New York
$3.8M +$397K +14,275 +11%
JPMIA
768
J.P. Marvel Investment Advisors
Massachusetts
$3.79M -$94K -3,376 -2%
NA
769
NewEdge Advisors
Louisiana
$3.79M +$952K +34,206 +32%
AF
770
Aldebaran Financial
$3.78M -$2.31K -83 -0.1%
GFP
771
Gryphon Financial Partners
Ohio
$3.77M +$29.4K +1,057 +0.8%
VCA
772
Verdence Capital Advisors
Maryland
$3.75M +$352K +12,653 +10%
PAI
773
Pittenger & Anderson Inc
Nebraska
$3.74M -$87.1K -3,131 -2%
SCA
774
Sage Capital Advisors
South Dakota
$3.74M +$48.5K +1,742 +1%
TMAM
775
Tokio Marine Asset Management
Japan
$3.73M -$1.17M -41,915 -23%

T Hedge Fund Activity: Q1 2018 in Review

2,159 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2018, worth a combined $122B — down 8.6% from $134B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new T positions and 95 closed out — a net gain of 15 holders — while 900 added to existing stakes and 986 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $717M. The largest seller was State Street, cutting an estimated $326M.

  • 2,159 institutional investors held AT&T (T) as of Q1 2018, down from 2,173 in Q4 2017.
  • Funds reported $122B of AT&T stock for Q1 2018, down 8.6% quarter-over-quarter.
  • 110 funds opened new AT&T positions in Q1 2018 and 95 closed out, a net change of +15 holders.
  • The largest AT&T buyer in Q1 2018 was Wellington Management Group, an estimated $717M added.
  • The largest AT&T seller in Q1 2018 was State Street, an estimated $326M sold.

Based on aggregated 13F filings for Q1 2018.